Heavy week for a light metal
Russian-origin metal comprised around 88% of open tonnages available in the LME at the end of last month.
Category: Distribution
Are aluminum swaps in the auto industry just a shiny distraction?
Behind every aluminum part swap is a deeper question: is it about innovation or just staying one step ahead of trade rules and sourcing roadblocks?
Aluminum's balancing act: Tariffs, smelters, and scramble for supply
From new auto tariffs to billion-dollar smelter bets, the U.S. aluminum market is being pulled in every direction.
The United Arab Emirates’ Emirates Global Aluminum US smelter project
Solving the power problem may be in EGA’s wheelhouse.
New Section 232 tariff: Leverage to pay for power
The newly announced amendments to Section 232 boost the ad valorem duty (a volume-based tariff) from 10 to 25% of the declared customs value for primary aluminum. This boost in the rate gives Alcoa and Century windfall revenue gains as the Midwest physical premium responds to this. If we measure the windfall from Inauguration Day […]